Investing

There is value in choosing the Irongate Financial Services team of professionals to serve as your "Investment Coaches"

We will prove our worth in both up-market periods as well as challenging market periods.

Research done by Delbar and Morningstar, two important and very credible research companies, has indicated that investor behavior can be counter-productive to their own best interests during periods of market volatility. Investors will often watch the market decline in value and unfortunately decide to sell their investment at or near the bottom – saying to themselves that they can’t afford to lose everything they own as their rationale to sell. Then they will watch the markets recover, afraid to get back into the market until a period of sustained growth occurs, losing out on potential earnings while they wait.

Professional advice and education from the experts at Irongate Financial Services can help guide your investment strategy and tactics. We have the broad based knowledge about the tremendous amount of investment information and options out there today. We help our clients evaluate, interpret and understand that information while guiding them to making sound investment choices.

Examples of some of the topics and questions we would cover in an investment discussion with you include:

  • Investment goals
  • Amounts to invest
  • Liquidity requirements
  • Income tax considerations
  • Risk/Return/Reward options and considerations
  • Varied investment options
  • Economic short and long term outlook and it’s effect on investment decisions

We look forward to having a conversation with you about your short and long term investment goals and the many options you have to choose from. We are confident that you will find our way of 'making complicated choices simple' very helpful.

Please… do something good for yourself today and call us for a no-obligation “get acquainted” session. We’re confident you’ll be glad you did.

Securities and Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA/SIPC

Financial Planning offered through Irongate Financial Services, Inc., A Registered Investment Advisor with the State of Colorado

Geneos Wealth Management and Irongate Financial Services, Inc. are not affiliated.

Geneos Privacy Policy

Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc., Member
FINRA/SIPC 

Investment Advisory Services offered through Irongate Financial Services, Inc., A Registered Investment Advisor

 Geneos Privacy Policy 

David L. Stevens is a Registered Representative of and offers securities products & advisory services through Geneos Wealth Management, Inc., a Registered Broker-Dealer, member FINRA/SIPC.

David L. Stevens is also separately registered as an investment advisor representative under Irongate Financial Services, Inc., a Registered Investment Advisor registered with the State of Colorado. Advisory services are offered through Irongate Financial Services Inc.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator and/or FINRA at www.finra.org.

Irongate Financial Services, Inc. Privacy Statement

 

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